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United Parcel Service

2,171 hedge funds and large institutions have $54.3B invested in United Parcel Service in 2025 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 916 increasing their positions, 826 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,171
Holders Change
-89
Holders Change %
-3.94%
% of All Funds
29.49%
Holding in Top 10
36
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-16.28%
% of All Funds
0.49%
New
190
Increased
916
Reduced
826
Closed
235
Calls
$1.78B
Puts
$1.73B
Net Calls
+$44.5M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NP
1001
NorthRock Partners
Minnesota
$1.24M -$139K -1,267 -10%
LA
1002
Legacy Advisors
Pennsylvania
$1.24M -$56.6K -515 -4%
AWCI
1003
Alpine Woods Capital Investors
New York
$1.24M +$1.24M +11,269 New
Los Angeles Capital Management
1004
Los Angeles Capital Management
California
$1.24M -$6.04M -54,894 -83%
HAM
1005
Hedges Asset Management
Nevada
$1.23M
IRC
1006
Investors Research Corp
Georgia
$1.23M +$37K +336 +3%
KFGK
1007
Keystone Financial Group (Kentucky)
Kentucky
$1.23M +$63.4K +585 +5%
NS
1008
NBC Securities
Alabama
$1.23M +$1.23M +11,154 +111,540%
FNA
1009
First National Advisers
Nebraska
$1.22M -$190K -1,730 -13%
MIS
1010
Morningstar Investment Services
Illinois
$1.22M -$1.49M -13,578 -55%
BFA
1011
Beacon Financial Advisory
Ohio
$1.22M -$218K -1,985 -15%
RC
1012
Roundview Capital
New Jersey
$1.22M -$44K -400 -3%
BFS
1013
Bradley Foster & Sargent
Connecticut
$1.21M +$42.2K +384 +4%
CastleKeep Investment Advisors
1014
CastleKeep Investment Advisors
Connecticut
$1.21M +$197K +1,789 +20%
MOS
1015
MGO One Seven
Ohio
$1.2M -$75.8K -689 -6%
AI
1016
Arvest Investments
Arkansas
$1.2M -$59.2K -538 -5%
FG
1017
Fiduciary Group
Georgia
$1.19M +$41.1K +374 +4%
JIP
1018
Jaffetilchin Investment Partners
Florida
$1.19M +$834K +7,582 +231%
FAIM
1019
Financial Advocates Investment Management
Washington
$1.19M +$134K +1,220 +13%
NFC
1020
Northeast Financial Consultants
Connecticut
$1.19M -$25.6K -233 -2%
LRPA
1021
L. Roy Papp & Associates
Arizona
$1.19M -$738K -6,710 -38%
LFA
1022
Legacy Financial Advisors
Kentucky
$1.19M -$23.8K -216 -2%
GS
1023
GTS Securities
New York
$1.18M +$753K +6,843 +174%
TBT
1024
Texas Bank & Trust
Texas
$1.18M -$9.57K -87 -0.8%
AB
1025
ANB Bank
Colorado
$1.18M +$16.7K +152 +1%